Clarus Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,881
| Closed | -$511K | – | 160 |
|
|
2019
Q3 | $511K | Buy |
5,881
+5,026
| +588% | +$437K | 0.37% | 61 |
|
|
2019
Q2 | $78K | Sell |
855
-99
| -10% | -$9.03K | 0.06% | 231 |
|
|
2019
Q1 | $82K | Buy |
954
+10
| +1% | +$860 | 0.06% | 224 |
|
|
2018
Q4 | $73K | Hold |
944
| – | – | 0.11% | 211 |
|
|
2018
Q3 | $73K | Buy |
944
+17
| +2% | +$1.32K | 0.05% | 244 |
|
|
2018
Q2 | $67K | Buy |
+927
| New | +$67K | 0.05% | 240 |
|